33 Backstop Solutions Testimonials

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  • “Great system and very easy to access. Very powerful tool for Investor Relations and Marketing purposes."

  • "Most funds are not managed by a nonprofit organization. We have to be entirely transparent in the way our Fund spends its resources.”

  • “We can send out an email to our accountants and know they’re not going to see everything in the world. They’re just going to see what you told them they should see. It is genius.”

  • “Follow up very responsive and creative with solutions. Client focused.”

  • “It was very much a patchwork of analysis that constrained the ability of the very talented people to extract the conclusions that they required.”

  • “Backstop is very user-friendly, intuitive, and has broad functionality. It is not just a great platform for contact information and a repository for all client engagement, but also useful in marketing campaign management and identifying suitable targets. In addition, the support provided is professional, informed, and readily available to assist …

  • “Backstop allows us to maintain the organization’s memory. Turnover is an unavoidable truth in any institution. As people go, they take with them crucial knowledge. Backstop is how we can mitigate this the system helps to keep track of all the conversations we have and all the people we have …

  • “Great relational database for information tracking, contact management, client management, distribution, and accounting.”

  • “Backstop is very customizable…the client/marketing team has been able to build out our instance and do a lot with it. The support team is very responsive. The report builder has been extremely useful for our client team, and the ETK function even more so.”

  • “It is an excellent product, allowing us to effectively "mirror" our Trustee record keeping; which provides us the ability to reconcile and identify any potential errors and strengthens our level of assurance.”

  • “We run private commingled funds across various opportunities that include everything from real estate to hedge funds. We also do more niche-type asset classes. For example, we own private golf clubs and manufactured housing communities, and make those opportunities available to our qualified clients. We like to think we’re able …

  • “With multiple PMs, we saw the benefit of having a centralized solution for investor management from the start. The system was very easy for everyone to get. There was no intensive training time, and we really appreciate all the help we got from the Backstop team as we were starting …

  • “The Backstop software is constantly evolving, and the team behind it does a great job of listening and working with their clients to make their experience better, improving Backstop's functionality. Most importantly, the people behind the software truly believe in their product.”

  • “I have used several other systems in my days and this one is by far the best, most tailored to the asset management industry and with the most user-friendly features."

  • “Breadth of functionality. Quality of customer service. Strong focus on innovation, product improvement, and customer needs.”